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Adirondack Trust Company’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Adirondack Trust Company’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-240
Closed -$4.82K – 506
2023
Q4 		$4.82K Sell
240
-1,200
-83% -$23.7K ﹤0.01% 415
2023
Q3 		$28.2K Hold
1,440
– – 0.01% 256
2023
Q2 		$29.4K Buy
+1,440
New +$30.2K 0.01% 242

Other funds holding IBTL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FA
Fagan Associates Troy, New York $719M AUM 26.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Adirondack Trust Company's IBTL Position: Q1 2024 in Review

Adirondack Trust Company sold out of iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q1 2024, closing a stake of 240 shares — an estimated $4.82K sold.

Adirondack Trust Company first reported a position in IBTL in Q2 2023 and held it in 3 quarters. The position peaked at $29.4K in Q2 2023. 49 funds tracked by Wall St. Rank hold IBTL as of Q1 2024.

  • Adirondack Trust Company reported no remaining iShares iBonds Dec 2031 Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • Adirondack Trust Company sold 240 iShares iBonds Dec 2031 Term Treasury ETF shares in Q1 2024, an estimated $4.82K.
  • Adirondack Trust Company first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q2 2023 and held it in 3 quarters.
  • Adirondack Trust Company's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $29.4K in Q2 2023.
  • 49 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2024.

Based on Adirondack Trust Company's 13F filing for Q1 2024, filed 9 Apr 2024.